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Group By/Then By (Net Worth)

On the Net Worth report, Group By/Then By allows you to choose how the table groups assets and liabilities.

You can group the report by the following:

• Net Worth Category. See all accounts, assets, and liabilities sorted based on the Net Worth Category setting. Anything not assigned a net worth category is displayed under Unassigned.

  

• Tax Status. See all accounts, assets, and liabilities sorted based on the Tax Status classification.

  • Taxable selected: Grouped in the Taxable list.
  • Taxable cleared: Grouped in the NonTaxable list.

  

• Type. See all accounts sorted based on Account Type and all assets and liabilities grouped by Asset/Liability type.

  

• None. When you don't group the report, by default it sorts records by asset and liability, and alphabetizes them within the grouping.

  

Learn More

For more information about the Net Worth report, see Net Worth report.

The following settings interact with this option:

• Show Subtotals

• Tax Status